TRI-Continental Corp
153 hedge funds and large institutions have $217M invested in TRI-Continental Corp in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
40% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 35
1% more funds holding
Funds holding: 151 → 153 (+2)
0.22% more ownership
Funds ownership: 12.98% → 13.2% (+0.22%)
1% less capital invested
Capital invested by funds: $220M → $217M (-$2.98M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.22M |
| 2 |
ACM
Altium Capital Management
New York
|
+$1.26M |
| 3 |
SCM
Saba Capital Management
New York
|
+$1.1M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.04M |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
+$847K |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.6M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.45M |
| 3 |
SC
Stolper & Co
Tulsa,
Oklahoma
|
-$1.41M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$956K |
| 5 |
Jane Street
New York
|
-$561K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
151
NewEdge Advisors
New Orleans,
Louisiana
| $4.34K | – | – | – |
|
|
SIS
152
Strategic Investment Solutions
Orland Park,
Illinois
| $4.23K | – | – | – |
|
|
CFFP
153
Center for Financial Planning
Southfied,
Michigan
| $790 | – | – | – |
|
|
154
Jane Street
New York
| – | -$561K | -17,171 | Closed |
|
155
TIAA Trust, National Association
Charlotte,
North Carolina
| – | -$331K | -10,136 | Closed |
|
|
CIA
156
Choate Investment Advisors
Boston,
Massachusetts
| – | -$215K | -6,578 | Closed |
|
|
CEFA
157
Closed-End Fund Advisors
Richmond,
Virginia
| – | -$207K | -6,338 | Closed |
|
|
AWS
158
Alliance Wealth Strategies
Lynchburg,
Virginia
| – | -$205K | -6,272 | Closed |
|
|
MA
159
Mezzasalma Advisors
Tinton Falls,
New Jersey
| – | -$204K | -6,249 | Closed |
|
|
RIS
160
Retirement Income Solutions
Ann Arbor,
Michigan
| – | -$203K | -6,213 | Closed |
|
|
CRI
161
Commonwealth Retirement Investments
Richmond,
Virginia
| – | -$29.4K | -900 | Closed |
|
TY Hedge Fund Activity: Q1 2026 in Review
153 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q1 2026, worth a combined $217M — down 1.4% from $220M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TY positions and 8 closed out — a net gain of 4 holders — while 49 added to existing stakes and 35 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $3.22M. The largest seller was UBS Group, cutting an estimated $1.6M.
- 153 institutional investors held TRI-Continental Corp (TY) as of Q1 2026, up from 151 in Q4 2025.
- Funds reported $217M of TRI-Continental Corp stock for Q1 2026, down 1.4% quarter-over-quarter.
- 12 funds opened new TRI-Continental Corp positions in Q1 2026 and 8 closed out, a net change of +4 holders.
- The largest TRI-Continental Corp buyer in Q1 2026 was Osaic Holdings, an estimated $3.22M added.
- The largest TRI-Continental Corp seller in Q1 2026 was UBS Group, an estimated $1.6M sold.
Based on aggregated 13F filings for Q1 2026.